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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,964 | $56,287-73.4% | $80,977-81.5% | $62,881-76.2% |
| Participation rate | 96.7% | 68.9%+27.7pp | 75.8%+20.9pp | 69.3%+27.4pp |
| Annual return | 2.65% | 22.13%-19.5pp | 17.11%-14.5pp | 20.14%-17.5pp |
| Employer contribution / active EE | $3,296 | $1,943+69.6% | $3,715-11.3% | $2,281+44.5% |
| Participant deferral / active EE | $1,200 | $4,196-71.4% | $5,696-78.9% | $3,203-62.5% |
| Admin fee / account holder | $1,126 | $3,742-69.9% | $5,517-79.6% | $4,296-73.8% |